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Price · 1Y
$37.41
Thesis
Leonardo DRS supplies advanced sensing, electro-optics, and power and computing systems across defense platforms. It is a focused supplier to ISR and broader prime-led programs.
Catalysts
- Sensing and electro-optical content growth
- Naval power and propulsion demand
- ISR modernization across services
Recent events
Material filings, federal awards, and regulatory activity. Impact is scored against market cap.